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Evergreen Wealth Partners’s Visa V Stock Holding History

Evergreen Wealth Partners’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.32M Sell
6,750
-239
-3% -$76.7K 1.39% 18
2026
Q1 		$2.11M Sell
6,989
-472
-6% -$152K 1.61% 13
2025
Q4 		$2.62M Buy
+7,461
New +$2.54M 2.2% 11

Other funds holding V

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Evergreen Wealth Partners's V Position: Q2 2026 in Review

Evergreen Wealth Partners reduced its Visa (V) stake by 3.4% in Q2 2026, selling an estimated $76.7K and leaving 6,750 shares worth $2.32M. The position accounts for 1.39% of the portfolio, ranked #18.

Evergreen Wealth Partners first reported a position in V in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.62M in Q4 2025. 4,553 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Evergreen Wealth Partners held 6,750 shares of Visa worth $2.32M as of Q2 2026.
  • Evergreen Wealth Partners sold 239 Visa shares in Q2 2026, an estimated $76.7K.
  • Visa made up 1.39% of Evergreen Wealth Partners's portfolio in Q2 2026, its #18 holding.
  • Evergreen Wealth Partners first reported a position in Visa in Q4 2025 and has held it in 3 quarters since.
  • Evergreen Wealth Partners's Visa position peaked at $2.62M in Q4 2025.
  • 4,553 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Evergreen Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.